Private Clients & Family Wealth
We assist our clients with all of their personal taxes and family wealth matters ranging from income tax planning and compliance to setting up structures designed to achieve both operational and tax efficiency. Our services are designed to help our clients increase after-tax returns on private wealth because our team understands that when you are accumulating wealth, it’s not just how much you make but how much you keep that matters.Our tax team has the capacity and capability to handle both your personal tax as well as the tax advisory needs of your business.
We focus on the following key areas;
- Family governance including the development of a family constitution;
- Tax planning and structuring;
- Estate and wealth transfer planning;
- Family focused tax risks and opportunity reviews;
- Guidance and leadership in revenue investigations;
- Regularization of records with tax authorities;
- Returning resident tax advisory services and;
- Executive compensation and benefits planning.